DHTAX Mutual Fund

DHTAX Mutual Fund (Diamond Hill Select Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $34.3M in net assets. DHTAX expense ratio is 1.18%, holding 30 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-12-30.

DHTAX performance shows a YTD return of 8.13%. The 1-year return is 15.77% and the 5-year return is 9.93%. DHTAX dividend yield stands at 6.96%, paid annually.

DHTAX top holdings include Cimpress Nv (6.8%), American International Gr (6.5%), Berkshire Hathaway Inc Brk/B Us Equity (5.9%), Salesforce Inc Crm Us Equity (4.8%), Regal Rexnord Corp (4.6%). Go to all DHTAX holdings, DHTAX sectors, or DHTAX dividends.

DHTAX can be compared against other funds. Use DHTAX overlap to find shared positions, or DHTAX vs another fund for a side-by-side view. DHTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.